401(k) · DOL Form 5500 · 2022
Fort Healthcare, Inc. 401(k) Plan
Data updated 2026-08-25
- $104M
- Total assets Near avg plan size
- 839
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $124,183
- Avg per participant Near avg balance/head
Official DOL plan name: Fort Healthcare, Inc. Savings Plan · Sponsored by Fort Healthcare, Inc. · Wisconsin · Healthcare & Social Assistance
$104M in assets, 839 participants
Fort Healthcare, Inc.'s Fort Healthcare, Inc. Savings Plan reported $104M in total assets and 839 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #18,851 in Healthcare & Social Assistance (20,060 peers)
Where Fort Healthcare, Inc. Savings Plan sits by assets
Fort Healthcare, Inc. Savings Plan sits in the top 10% of all filed plans by assets, $104M for 839 participants (~$124,183/participant), down 19.7% in 2022.
- #18,851
- in Healthcare & Social Assistance (20,060 peers)
- -19.7%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Fort Healthcare, Inc. Savings Plan's outsized position by total assets
Fort Healthcare, Inc. Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$104,189,870 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Fort Healthcare, Inc. Savings Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fort Healthcare, Inc. Savings Plan sits mid-pack in the medium band (839 participants).
EBSA filing schedule strip
Filing strip 390286215 · Fort Healthcare, Inc. PY 2022 · 401(k)
Fort Healthcare, Inc. Savings Plan · $104M · 839 · 93rd
- PHOTO $104M
- IND 839
- EOY 93rd
- 5500 401(k)
- ASSETS near Yang Ming (America) Corporation 401(k) Plan
- PCT ind #18851
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Wisconsin →
Fort Healthcare, Inc. Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $104M |
| Net Income | -$26M |
| Employer EIN | 390286215 |
| Plan Effective Date | 1967-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fort Healthcare, Inc.)
Sponsor-wide plan assets over time
All Fort Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $129M 24.064989235517807% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 839 | $104M |
| 2023 | 1 | 843 | $118M |
| 2024 | 1 | 848 | $129M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Fort Healthcare, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Yang Ming (America) Corporation 401(k) Plan in NJ ($104M); by covered participants it is Tradebe Environmental Services 401(k) Plan in IN (839 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($104M here).
- Yang Ming (America) Corporation 401(k) Plan (NJ) $104M · 238
- Searles Valley Minerals 401(k) Plan (KS) $104M · 593
- Webcor Builders 401(k) Profit Sharing Plan (CA) $104M · 538
- Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan (AR) $104M · 2,905
Similar participant headcount
Nearest other-state filings by covered participants (839 participants); asset peers above are excluded.
- Tradebe Environmental Services 401(k) Plan (IN) 839 · 0 off
- Bandwidth Inc. 401(k) Profit Sharing and Trust (NC) 839 · 0 off
- Insurity, LLC. 401(k) Retirement Savings Plan (CT) 839 · 0 off
- Auto Warehousing Company 401(k) Profit Sharing Plan (WA) 839 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.